Understanding the Sample CSV File

Understanding the Sample CSV File

Sample CSV File


When you log in to your 360MatchPro and navigate to Settings --> Data Import, you have the ability to view the sample CSV File. We ask you to format your CSV File according to the sample file included within your account. The columns MUST match that of the sample file in order for the file to be imported properly. 

Within your CSV File, you have to include the following columns: 
  1. Campaign name
  2. Identifier 
  3. Amount 
  4. Email
  5. First name
  6. Last Name
  7. Company Name (if you have it)
  8. Timestamp
The only column that can be blank is the company name if you don't have any company information or just a few company names for some donation records. 





Columns Explained in CSV File 

Campaign

If you don't have specific campaign names, you can use the same campaign name. 


Amount

The donation amount should include numbers with decimals. Make sure not to include special characters in this column. 

Identifier

Your Identifier column needs to be a unique set of numbers letters for each donation record; they can be a random set of numbers/letters, but they must be unique for each donation record. Often organizations will use the donation's ID number in the identifier column. 

Company Name 

Include company names associated with your donation records if you have them within your system. 360MatchPro will try to map your company names included with our company names included in our matching gift database as companies with a matching gift program. 

Time Stamp

You can Backdate your donation date or put the date as the date you are importing the donation records. Some organizations align the time stamp with the donation date for that specific donation record within their system. 
Keep in mind that if you choose to backdate the time stamp, the donation record will be in chronical order within your Donations' Tab. 
Even if the donation records are backdated, the donation history will show the record as being imported to 360MatchPro on the date of import. The {{donation_date}} within automated email streams will be the date determined with the Time Stamp. 

Importing the CSV File


When you import the CSV File, you will be notified of how many records were imported properly. 


If not all of your donation records were successfully uploaded, it is likely that not all donation records were formatted correctly. Click "Start over with another file" if you'd like to import another CSV file. You'll be able to Preview the first 10 donation records within your CSV file. 

Click on the image to enlarge.

Training Videos 




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